+91-22-48913909UTI میوچل فنڈ 2022 کے ذریعے 9 بہترین کارکردگی کا مظاہرہ کرنے والے ایکویٹی فنڈز
سالوں کے دوران، ایکوئٹیباہمی چندہ کی طرف سےUTI میوچل فنڈ میں مضبوط ترقی کا مظاہرہ کیا ہے۔مارکیٹ. اس نے سرمایہ کاروں کو خاطر خواہ منافع دیا ہے، جس کی وجہ سے سرمایہ کار اس فنڈ میں سرمایہ کاری کرنے کے خواہشمند ہیں۔
ایکویٹی میوچل فنڈز مختلف کمپنیوں کے اسٹاک میں رقم لگاتے ہیں۔ کی مختلف اقسام ہیں۔ایکویٹی فنڈز پسندبڑے کیپ فنڈز,مڈ کیپ فنڈز,سمال کیپ فنڈز,متنوع فنڈزوغیرہ۔ یہ فنڈز طویل مدتی دولت بنانے کا بہترین آپشن ہیں۔ لیکن، کسی کو یہ نہیں بھولنا چاہیے کہ ایکویٹی فنڈز ایک اعلیٰ خطرے کی سرمایہ کاری ہے، اس لیے اسے اعلیٰ رکھنا چاہیے۔خطرے کی بھوک ان فنڈز میں سرمایہ کاری کریں۔
UTI ایکویٹی فنڈز میں کیوں سرمایہ کاری کریں؟
کی چند اہم خصوصیاتسرمایہ کاری UTI میوچل فنڈ کی ایکویٹی اسکیمیں یہ ہیں:
a ٹیکس فوائد
فنڈ ہاؤس ٹیکس بچانے والے میوچل فنڈ کے نام پیش کرتا ہے۔یو ٹی آئی لانگ ٹرم ایکویٹی فنڈ جس کے ذریعے لوگ اپنے لیے منصوبہ بندی کر سکتے ہیں۔ٹیکس.
c مسلسل ریٹرن
UTI Mutual Fund ہمیشہ اپنے سرمایہ کاروں کو مستقل منافع فراہم کرنے کی بھرپور کوشش کرتا ہے تاکہ وہ اپنے مقاصد حاصل کر سکیں۔ اچھا منافع حاصل کرنے کے لیے، یہ تجویز کیا جاتا ہے کہ ایکویٹی فنڈز کو طویل مدت کے لیے رکھیں۔
d رسائی میں آسانی
سرمایہ کار کسی بھی وقت اور کہیں بھی آن لائن اپنے میوچل فنڈ اکاؤنٹ کی نگرانی اور رسائی کر سکتے ہیں۔ نیز، فنڈ ہاؤس کے ساتھ لین دین اور تعامل کا عمل بھی پریشانی سے پاک اور بہت صارف دوست ہے۔
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e طویل مدتی مالی اہداف
UTI ایکویٹی اسکیمیں سرمایہ کاروں کو اپنے مستقبل کی منصوبہ بندی کرنے میں بھی مدد کرتی ہیں۔ سرمایہ کار مختلف طویل مدتی منصوبہ بندی کر سکتے ہیں۔مالی اہداف کی طرف سےریٹائرمنٹ، بچے کا کیریئر، دولت کی تخلیق یا محض اس کے لیےآمدنی نسل.
اس اسکیم میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کار، UTI Mutual Fund کے ذریعہ سب سے اوپر 5 بہترین کارکردگی والے ایکویٹی فنڈز میں سے انتخاب کرسکتے ہیں۔ ان فنڈز کو AUM جیسے اہم پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ کی اوسط واپسی، اور دیگر معلوماتی تناسب۔
بہترین UTI ایکویٹی میوچل فنڈز
Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. Research Highlights for UTI Healthcare Fund Below is the key information for UTI Healthcare Fund Returns up to 1 year are on The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved. Research Highlights for UTI Infrastructure Fund Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. Research Highlights for UTI Core Equity Fund Below is the key information for UTI Core Equity Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on (Erstwhile UTI Opportunities Fund) This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change. Research Highlights for UTI Value Opportunities Fund Below is the key information for UTI Value Opportunities Fund Returns up to 1 year are on (Erstwhile UTI Banking Sector Fund) Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities. Research Highlights for UTI Banking and Financial Services Fund Below is the key information for UTI Banking and Financial Services Fund Returns up to 1 year are on (Erstwhile UTI - Dividend Yield Fund) The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised. Research Highlights for UTI Dividend Yield Fund Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved. Research Highlights for UTI India Lifestyle Fund Below is the key information for UTI India Lifestyle Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) UTI Transportation & Logistics Fund Growth ₹286.052
↓ -1.51 ₹4,341 2.6 11.8 -1.5 16 17.7 19.5 UTI Healthcare Fund Growth ₹340.527
↑ 1.27 ₹1,444 5.5 23.7 19.7 22.4 14.9 -3.1 UTI Infrastructure Fund Growth ₹138.371
↓ -0.18 ₹2,118 -4.6 5.9 -0.5 11.2 12.2 4.3 UTI Core Equity Fund Growth ₹176.913
↓ -1.48 ₹6,514 -3.4 5.1 1 12.8 12.2 7.4 UTI Mid Cap Fund Growth ₹299.774
↓ -2.53 ₹12,795 -1.5 10 1.9 9.6 10.1 -0.1 UTI Value Opportunities Fund Growth ₹157.511
↓ -0.80 ₹9,573 -3.6 3 -5.1 10.2 9.4 7 UTI Banking and Financial Services Fund Growth ₹187.292
↓ -0.20 ₹1,452 -4.5 5.4 0.8 10.5 9.4 16.3 UTI Dividend Yield Fund Growth ₹168.449
↓ -1.02 ₹3,772 -3.8 1.7 -3.3 11 9.1 5.3 UTI India Lifestyle Fund Growth ₹54.787
↓ -0.66 ₹733 -1.5 7.8 -6.5 8.1 7 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26 Research Highlights & Commentary of 9 Funds showcased
Commentary UTI Transportation & Logistics Fund UTI Healthcare Fund UTI Infrastructure Fund UTI Core Equity Fund UTI Mid Cap Fund UTI Value Opportunities Fund UTI Banking and Financial Services Fund UTI Dividend Yield Fund UTI India Lifestyle Fund Point 1 Upper mid AUM (₹4,341 Cr). Bottom quartile AUM (₹1,444 Cr). Lower mid AUM (₹2,118 Cr). Upper mid AUM (₹6,514 Cr). Highest AUM (₹12,795 Cr). Top quartile AUM (₹9,573 Cr). Bottom quartile AUM (₹1,452 Cr). Lower mid AUM (₹3,772 Cr). Bottom quartile AUM (₹733 Cr). Point 2 Established history (22+ yrs). Oldest track record among peers (27 yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 17.66% (top quartile). 5Y return: 14.90% (top quartile). 5Y return: 12.21% (upper mid). 5Y return: 12.18% (upper mid). 5Y return: 10.14% (lower mid). 5Y return: 9.37% (lower mid). 5Y return: 9.37% (bottom quartile). 5Y return: 9.11% (bottom quartile). 5Y return: 7.04% (bottom quartile). Point 6 3Y return: 16.02% (top quartile). 3Y return: 22.39% (top quartile). 3Y return: 11.23% (upper mid). 3Y return: 12.76% (upper mid). 3Y return: 9.61% (bottom quartile). 3Y return: 10.22% (bottom quartile). 3Y return: 10.54% (lower mid). 3Y return: 10.99% (lower mid). 3Y return: 8.13% (bottom quartile). Point 7 1Y return: -1.54% (lower mid). 1Y return: 19.75% (top quartile). 1Y return: -0.52% (lower mid). 1Y return: 1.02% (upper mid). 1Y return: 1.92% (top quartile). 1Y return: -5.09% (bottom quartile). 1Y return: 0.78% (upper mid). 1Y return: -3.28% (bottom quartile). 1Y return: -6.48% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 1.26 (upper mid). Alpha: 0.99 (upper mid). Alpha: -0.55 (lower mid). Alpha: -3.51 (bottom quartile). Alpha: -4.25 (bottom quartile). Alpha: 4.84 (top quartile). Alpha: -3.18 (bottom quartile). Alpha: 2.41 (top quartile). Point 9 Sharpe: 0.31 (top quartile). Sharpe: 0.94 (top quartile). Sharpe: 0.07 (lower mid). Sharpe: 0.17 (lower mid). Sharpe: 0.29 (upper mid). Sharpe: -0.19 (bottom quartile). Sharpe: 0.26 (upper mid). Sharpe: -0.17 (bottom quartile). Sharpe: -0.15 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.18 (upper mid). Information ratio: -0.48 (bottom quartile). Information ratio: 0.44 (top quartile). Information ratio: -1.18 (bottom quartile). Information ratio: 0.12 (lower mid). Information ratio: 0.35 (top quartile). Information ratio: 0.30 (upper mid). Information ratio: -0.63 (bottom quartile). UTI Transportation & Logistics Fund
UTI Healthcare Fund
UTI Infrastructure Fund
UTI Core Equity Fund
UTI Mid Cap Fund
UTI Value Opportunities Fund
UTI Banking and Financial Services Fund
UTI Dividend Yield Fund
UTI India Lifestyle Fund
1. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (29 Sep 26) ₹286.052 ↓ -1.51 (-0.53 %) Net Assets (Cr) ₹4,341 on 31 Aug 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.92 Sharpe Ratio 0.31 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹12,993 31 Aug 23 ₹14,932 31 Aug 24 ₹23,413 31 Aug 25 ₹22,992 31 Aug 26 ₹25,346 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6.5% 3 Month 2.6% 6 Month 11.8% 1 Year -1.5% 3 Year 16% 5 Year 17.7% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 19.5% 2024 18.7% 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 9.95 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Consumer Cyclical 82.71% Industrials 14.1% Energy 0.39% Asset Allocation
Asset Class Value Cash 2.64% Equity 97.2% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M12% ₹530 Cr 1,614,940 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL10% ₹452 Cr 13,773,081 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI8% ₹360 Cr 265,955 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT8% ₹333 Cr 419,126 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5329777% ₹282 Cr 232,860 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS5% ₹231 Cr 1,449,964
↑ 50,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323434% ₹190 Cr 438,430 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO4% ₹181 Cr 332,557
↓ -15,822 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹173 Cr 786,342 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO3% ₹131 Cr 250,430 2. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (29 Sep 26) ₹340.527 ↑ 1.27 (0.37 %) Net Assets (Cr) ₹1,444 on 31 Aug 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.94 Information Ratio 0.18 Alpha Ratio 1.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹8,732 31 Aug 23 ₹10,641 31 Aug 24 ₹16,559 31 Aug 25 ₹16,996 31 Aug 26 ₹20,298 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -0.7% 3 Month 5.5% 6 Month 23.7% 1 Year 19.7% 3 Year 22.4% 5 Year 14.9% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.1% 2024 42.9% 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 4.34 Yr. Data below for UTI Healthcare Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Health Care 94.27% Asset Allocation
Asset Class Value Cash 5.73% Equity 94.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA8% ₹119 Cr 600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB6% ₹90 Cr 94,707 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 5323315% ₹68 Cr 190,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹53 Cr 185,000
↓ -10,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY4% ₹52 Cr 453,143
↑ 83,143 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM3% ₹47 Cr 89,000
↑ 15,170 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP3% ₹47 Cr 53,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹45 Cr 430,000
↑ 85,031 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | 5002573% ₹45 Cr 203,834 Caplin Point Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 23 | CAPLIPOINT3% ₹44 Cr 174,819
↓ -40,181 3. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (29 Sep 26) ₹138.371 ↓ -0.18 (-0.13 %) Net Assets (Cr) ₹2,118 on 31 Aug 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio 0.07 Information Ratio -0.48 Alpha Ratio 0.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,698 31 Aug 23 ₹12,694 31 Aug 24 ₹19,759 31 Aug 25 ₹17,916 31 Aug 26 ₹18,837 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.7% 3 Month -4.6% 6 Month 5.9% 1 Year -0.5% 3 Year 11.2% 5 Year 12.2% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.3% 2024 18.5% 2023 38.2% 2022 8.8% 2021 39.4% 2020 3.4% 2019 6.7% 2018 -15.6% 2017 41.4% 2016 4% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Deepesh Agarwal 16 Jun 25 1.21 Yr. Data below for UTI Infrastructure Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 44.73% Energy 15.16% Communication Services 13.54% Utility 7.1% Basic Materials 6.77% Financial Services 4.94% Real Estate 2.82% Consumer Cyclical 2.4% Health Care 0.13% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL13% ₹270 Cr 1,487,795 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT9% ₹193 Cr 477,110 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE8% ₹180 Cr 1,407,524
↑ 61,527 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325384% ₹90 Cr 78,761 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹88 Cr 551,910
↑ 29,150 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO4% ₹75 Cr 142,928
↓ -33,531 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003123% ₹71 Cr 3,081,565
↑ 55,584 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325553% ₹70 Cr 2,145,711
↑ 1,943 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹59 Cr 453,281 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 25 | HAL2% ₹49 Cr 102,200 4. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (29 Sep 26) ₹176.913 ↓ -1.48 (-0.83 %) Net Assets (Cr) ₹6,514 on 31 Aug 26 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.17 Information Ratio 0.44 Alpha Ratio -0.55 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,488 31 Aug 23 ₹12,511 31 Aug 24 ₹19,009 31 Aug 25 ₹18,051 31 Aug 26 ₹19,356 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.3% 3 Month -3.4% 6 Month 5.1% 1 Year 1% 3 Year 12.8% 5 Year 12.2% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 27.2% 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 9.3 Yr. Data below for UTI Core Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 31.12% Industrials 8.98% Health Care 8.86% Technology 8.52% Consumer Cyclical 7.83% Basic Materials 7.03% Communication Services 6.24% Energy 5.95% Consumer Defensive 5.31% Real Estate 4.43% Utility 3.09% Asset Allocation
Asset Class Value Cash 2.64% Equity 97.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK5% ₹341 Cr 4,809,721 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹312 Cr 2,142,555 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE4% ₹242 Cr 1,896,380
↑ 300,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN3% ₹200 Cr 1,885,982 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹199 Cr 1,755,225 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT3% ₹184 Cr 454,456 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 28 Feb 21 | AUROPHARMA3% ₹168 Cr 979,252 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC2% ₹160 Cr 6,274,906
↑ 530,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL2% ₹153 Cr 3,730,761 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL2% ₹142 Cr 783,889
↓ -105,333 5. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (29 Sep 26) ₹299.774 ↓ -2.53 (-0.84 %) Net Assets (Cr) ₹12,795 on 31 Aug 26 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.29 Information Ratio -1.18 Alpha Ratio -3.51 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,649 31 Aug 23 ₹12,553 31 Aug 24 ₹17,858 31 Aug 25 ₹16,418 31 Aug 26 ₹17,980 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -7.1% 3 Month -1.5% 6 Month 10% 1 Year 1.9% 3 Year 9.6% 5 Year 10.1% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.1% 2024 23.3% 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Vishal Chopda 16 Jun 25 1.21 Yr. Data below for UTI Mid Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 25.09% Industrials 19.86% Health Care 13.7% Consumer Cyclical 11.53% Basic Materials 10.37% Technology 6.75% Real Estate 4% Communication Services 3.4% Energy 2.12% Utility 1.33% Consumer Defensive 0.59% Asset Allocation
Asset Class Value Cash 1.17% Equity 98.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE3% ₹417 Cr 2,100,000
↓ -50,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR3% ₹394 Cr 2,100,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406113% ₹353 Cr 3,250,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 20 | APLAPOLLO2% ₹311 Cr 1,400,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO2% ₹278 Cr 510,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Nov 25 | AUROPHARMA2% ₹275 Cr 1,600,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹266 Cr 7,450,000
↓ -250,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹265 Cr 736,391
↓ -8,292 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹264 Cr 280,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 21 | SHRIRAMFIN2% ₹255 Cr 2,300,000 6. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (29 Sep 26) ₹157.511 ↓ -0.80 (-0.50 %) Net Assets (Cr) ₹9,573 on 31 Aug 26 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.19 Information Ratio 0.12 Alpha Ratio -4.25 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,379 31 Aug 23 ₹11,716 31 Aug 24 ₹17,425 31 Aug 25 ₹16,719 31 Aug 26 ₹16,889 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.8% 3 Month -3.6% 6 Month 3% 1 Year -5.1% 3 Year 10.2% 5 Year 9.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7% 2024 23.4% 2023 26.7% 2022 4.3% 2021 30.4% 2020 19% 2019 10.4% 2018 -2.4% 2017 29.1% 2016 2.6% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Amit Premchandani 1 Feb 18 8.59 Yr. Data below for UTI Value Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.75% Consumer Cyclical 13.28% Industrials 9.88% Technology 8.69% Health Care 8.31% Communication Services 6.69% Energy 6.59% Real Estate 4.68% Basic Materials 4.17% Consumer Defensive 3.23% Utility 2.71% Asset Allocation
Asset Class Value Cash 0.76% Equity 98.97% Debt 0.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK8% ₹720 Cr 10,150,000
↓ -240,192 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹622 Cr 4,275,000
↓ -25,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹394 Cr 2,175,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹377 Cr 9,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹371 Cr 2,850,000
↑ 50,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN3% ₹329 Cr 3,100,000
↓ -100,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹323 Cr 2,850,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M3% ₹300 Cr 915,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 5327553% ₹248 Cr 1,525,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹243 Cr 1,900,000
↓ -75,000 7. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (29 Sep 26) ₹187.292 ↓ -0.20 (-0.11 %) Net Assets (Cr) ₹1,452 on 31 Aug 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.15 Sharpe Ratio 0.26 Information Ratio 0.35 Alpha Ratio 4.84 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,354 31 Aug 23 ₹11,675 31 Aug 24 ₹14,722 31 Aug 25 ₹15,560 31 Aug 26 ₹16,957 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.4% 3 Month -4.5% 6 Month 5.4% 1 Year 0.8% 3 Year 10.5% 5 Year 9.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 16.3% 2024 11.1% 2023 19.5% 2022 15.1% 2021 14.3% 2020 -5.3% 2019 11.6% 2018 -6.8% 2017 43.5% 2016 13% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Bhavesh Kanani 12 Jan 26 0.64 Yr. Data below for UTI Banking and Financial Services Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 94.49% Technology 1.78% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK16% ₹236 Cr 3,325,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK12% ₹167 Cr 1,151,000
↓ -100,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN10% ₹148 Cr 1,393,490
↑ 145,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 53221510% ₹148 Cr 1,135,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK9% ₹136 Cr 3,250,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000345% ₹75 Cr 707,388
↓ -284,064 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN4% ₹59 Cr 527,975 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 25 | UJJIVANSFB4% ₹54 Cr 7,800,000
↑ 115,683 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | SBILIFE3% ₹48 Cr 277,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 24 | MCX2% ₹35 Cr 102,000
↑ 52,000 8. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (29 Sep 26) ₹168.449 ↓ -1.02 (-0.60 %) Net Assets (Cr) ₹3,772 on 31 Aug 26 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.17 Information Ratio 0.3 Alpha Ratio -3.18 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹9,755 31 Aug 23 ₹11,322 31 Aug 24 ₹17,631 31 Aug 25 ₹16,337 31 Aug 26 ₹16,716 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.1% 3 Month -3.8% 6 Month 1.7% 1 Year -3.3% 3 Year 11% 5 Year 9.1% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.3% 2024 24.7% 2023 35.4% 2022 -5.3% 2021 38.8% 2020 18.9% 2019 3.3% 2018 0.5% 2017 28.5% 2016 6.1% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Amit Premchandani 16 Nov 22 3.79 Yr. Data below for UTI Dividend Yield Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 28.81% Technology 12.38% Consumer Cyclical 11.42% Health Care 10.74% Industrials 7.38% Real Estate 6.18% Energy 5.4% Utility 5.3% Consumer Defensive 4.12% Basic Materials 3.79% Communication Services 2.88% Asset Allocation
Asset Class Value Cash 1.08% Equity 98.38% Debt 0.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK8% ₹291 Cr 4,100,000
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK6% ₹225 Cr 1,550,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹130 Cr 1,225,000
↓ -25,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327553% ₹118 Cr 725,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹113 Cr 345,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹109 Cr 2,600,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 24 | BHARTIARTL3% ₹109 Cr 600,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹96 Cr 850,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5322152% ₹94 Cr 725,000
↑ 25,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 5328982% ₹84 Cr 3,200,000 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (29 Sep 26) ₹54.787 ↓ -0.66 (-1.19 %) Net Assets (Cr) ₹733 on 31 Aug 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio -0.15 Information Ratio -0.63 Alpha Ratio 2.41 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,772 31 Aug 23 ₹11,249 31 Aug 24 ₹16,162 31 Aug 25 ₹15,421 31 Aug 26 ₹15,558 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -7.4% 3 Month -1.5% 6 Month 7.8% 1 Year -6.5% 3 Year 8.1% 5 Year 7% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 2024 20.2% 2023 23% 2022 -2.3% 2021 26.4% 2020 15.2% 2019 5.8% 2018 -2.5% 2017 32.6% 2016 3.2% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Vicky Punjabi 16 Jun 25 1.21 Yr. Data below for UTI India Lifestyle Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Consumer Cyclical 52.64% Consumer Defensive 15.87% Communication Services 8.34% Financial Services 5.55% Industrials 5.03% Real Estate 3.46% Basic Materials 2.6% Health Care 2.55% Technology 2.25% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL9% ₹68 Cr 2,069,971
↓ -184,279 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M9% ₹67 Cr 205,244 Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN8% ₹56 Cr 109,829
↓ -6,200 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI5% ₹40 Cr 29,609 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL5% ₹39 Cr 216,255
↑ 10,430 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | EICHERMOT5% ₹34 Cr 42,788 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002514% ₹30 Cr 104,193 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5323434% ₹26 Cr 60,480 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 23 | 5008003% ₹20 Cr 188,490
↑ 24,990 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC3% ₹19 Cr 733,363
UTI میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کریں؟
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اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔
دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
اکثر پوچھے گئے سوالات
1. UTI میوچل فنڈز کی نوعیت کیا ہے؟
A: دیSEBI نے سابقہ UTI سے UTI میوچل فنڈز بنائےبینک 1 فروری 2003 کو۔ فنڈ کا انتظام UTI ایسیٹ مینجمنٹ کمپنی اور اس کے بڑے سپانسرز، اسٹیٹ بینک آف انڈیا (SBI)، پنجاب کے ذریعے کیا جاتا ہے۔نیشنل بینک (PNB)، بینک آف بڑودہ، اورلائف انشورنس کارپوریشن آف انڈیا.
2. کیا UTI میوچل فنڈز کے حصص کسی دوسرے گروپ کے پاس ہیں؟
A: ہاں، UTI میوچل فنڈز کے 26% حصص T Rowe Price Group INC کے پاس ہیں۔ یہ T Rowe Price Global Investment Services Ltd کا ذیلی ادارہ ہے۔
3. کیا UTI میوچل فنڈز میں سرمایہ کاری کرنا فائدہ مند ہے؟
A: یو ٹی آئی میوچل فنڈز سب سے زیادہ ترجیحات میں سے ایک ہے۔AMCs. تاریخی طور پر، یہ سب سے زیادہ قابل اعتماد سرمایہ کاری اسکیم ثابت ہوئی ہے۔
4. UTI میوچل فنڈ اسکیموں میں سب سے زیادہ مقبول کون سی ہے؟
A: UTI ماسٹر شیئر، جو کہ 1986 میں سابقہ UTI بینک کے طور پر شروع کیا گیا تھا، سب سے طویل عرصے تک چلنے والی اور سب سے کامیاب میوچل فنڈ اسکیموں میں سے ایک ہے۔
5. کیا میں UTI میوچل فنڈز میں آن لائن سرمایہ کاری کرسکتا ہوں؟
A: ہاں، کمپنی کی ویب سائٹ پر لاگ ان کریں۔ اس کے بعد، آپ کو KYC کے اصولوں کے مطابق اپنی ذاتی تفصیلات فراہم کرنے کی ضرورت ہوگی، جیسے آپ کا شناختی ثبوت، پتہ کا ثبوت، اور اسی طرح کی دیگر تفصیلات۔ رجسٹریشن مکمل کرنے کے بعد، آپ کو خطرے کی سطح اور سرمایہ کاری کی قسم کا انتخاب کرنا ہوگا۔ آپ کی تفصیلات کی تصدیق کرنے اور آن لائن رجسٹریشن کے عمل کو مکمل کرنے میں 1-2 کام کے دن لگتے ہیں۔ اس کے مکمل ہونے کے بعد، آپ اپ ڈیٹ رکھ سکتے ہیں اور اپنی ضروریات کے مطابق سرمایہ کاری کو تبدیل کر سکتے ہیں۔
6. ایک مناسب UTI میوچل فنڈ کا انتخاب کیسے کریں؟
A: پہلی چیز جو آپ کو چیک کرنی چاہیے وہ ہے NAV اور مخصوص فنڈ کے تاریخی ریٹرن۔ مثال کے طور پر، UTI ٹرانسپورٹیشن اینڈ لاجسٹکس فنڈ کا NAV روپے 122.133 ہے اور اس نے 5 سالوں میں 8.9% کی واپسی ظاہر کی ہے۔ اس کے مقابلے میں، UTI ایکویٹی فنڈ کا NAV روپے ہے۔ 212.768، لیکن 5 سالوں میں 31.5% کی تاریخی واپسی دکھائی ہے۔
اگرچہ UTI Equity کی NAV UTI ٹرانسپورٹیشن اور لاجسٹکس سے زیادہ ہے، لیکن سابقہ کی واپسی بعد کی نسبت زیادہ ہے۔ اس طرح، آپ جس رقم کی سرمایہ کاری کرنا چاہتے ہیں اور ROI کی بنیاد پر، آپ کو ایک خاص فنڈ کا انتخاب کرنا چاہیے۔
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for UTI Transportation & Logistics Fund